John and Mary Stevens recently joined a local health and athletic club, where they work out several days each week. That's where they met you. As a knowledgeable life insurance professional, you are trained to recognize situations that call for the products and services you offer. While relaxing following a particularly demanding workout, John casually remarked, good-naturedly, that he hopes his life insurance is paid up. Upon learning that you're in the business of determining the adequacy of people's financial security programs, he agreed to meet with you several days later.

The meeting is scheduled for Thursday morning, three days hence, at the Stevens' home. In a follow-up telephone call to confirm the meeting, you've asked John and Mary to pull together their important legal and financial papers, including their will, insurance policies, retirement plan account information, and any other documents that will be useful in reviewing their estate situation.

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